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Lakeland Financial Corp

235 hedge funds and large institutions have $1.2B invested in Lakeland Financial Corp in 2026 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 76 increasing their positions, 89 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

1% more capital invested

Capital invested by funds: $1.18B → $1.2B (+$12.5M)

15% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 89

Holders
235
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$511K
Puts
$258K
Net Calls
Net Calls Change

Top Buyers

1 +$22.4M
2 +$10.3M
3 +$6.32M
4
State Street
State Street
Massachusetts
+$6.14M
5
UBS Group
UBS Group
Switzerland
+$3.77M

Top Sellers

1 -$10.6M
2 -$5.21M
3 -$4.2M
4
Jane Street
Jane Street
New York
-$3.26M
5
Wells Fargo
Wells Fargo
California
-$2.42M
Name Holding Trade Value Shares
Change
Change in
Stake
Canada Pension Plan Investment Board
151
Canada Pension Plan Investment Board
Ontario, Canada
$230K
Victory Capital Management
152
Victory Capital Management
Texas
$229K
SC
153
Sapient Capital
Indiana
$227K
Carson Wealth (CWM LLC)
154
Carson Wealth (CWM LLC)
Nebraska
$226K
Public Employees Retirement Association of Colorado
155
Public Employees Retirement Association of Colorado
Colorado
$224K
PCS
156
Personal CFO Solutions
New Jersey
$221K
Pictet Asset Management
157
Pictet Asset Management
Switzerland
$216K
MSRPS
158
Maryland State Retirement & Pension System
Maryland
$214K
IC
159
IEQ Capital
California
$213K
CC
160
Centiva Capital
New York
$203K
FMC
161
First Merchants Corp
Indiana
$201K
US Bancorp
162
US Bancorp
Minnesota
$133K
SOW
163
State of Wyoming
Wyoming
$126K
Ensign Peak Advisors
164
Ensign Peak Advisors
Utah
$123K
AIP
165
Ameritas Investment Partners
Nebraska
$121K
Jones Financial Companies
166
Jones Financial Companies
Missouri
$111K
TRCT
167
Tower Research Capital (TRC)
New York
$87.5K
ASN
168
Advisory Services Network
Georgia
$86.6K
SSG
169
Summit Securities Group
New York
$86.1K
Rockefeller Capital Management
170
Rockefeller Capital Management
New York
$84.1K
GI
171
GAMMA Investing
California
$82.6K
KBC Group
172
KBC Group
Belgium
$57K
PWPS
173
Pinnacle Wealth Planning Services
Ohio
$43.4K
AAP
174
Arax Advisory Partners
Colorado
$32.5K
TPCW
175
TD Private Client Wealth
New York
$32K